AssetMark Inc
SOPH icon

AssetMark Inc’s SOPHiA GENETICS SOPH Stock Holding History

AssetMark Inc’s Portfolio SOPH Stock Details SOPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$91.3K Buy
10,897
+2,061
+23% +$14.8K ﹤0.01% 1679
2026
Q2 		$51K Buy
8,836
+4,125
+88% +$20.9K ﹤0.01% 1828
2026
Q1 		$23.3K Buy
4,711
+24
+0.5% +$117 ﹤0.01% 1997
2025
Q4 		$21.9K Buy
4,687
+566
+14% +$2.56K ﹤0.01% 1975
2025
Q3 		$19.6K Buy
4,121
+2,307
+127% +$7.93K ﹤0.01% 1925
2025
Q2 		$5.62K Buy
1,814
+43
+2% +$128 ﹤0.01% 2102
2025
Q1 		$5.88K Sell
1,771
-169
-9% -$594 ﹤0.01% 1957
2024
Q4 		$5.96K Sell
1,940
-329
-14% -$1.12K ﹤0.01% 1890
2024
Q3 		$8.28K Buy
2,269
+337
+17% +$1.37K ﹤0.01% 1649
2024
Q2 		$8.85K Buy
1,932
+51
+3% +$249 ﹤0.01% 1520
2024
Q1 		$9.27K Sell
1,881
-259
-12% -$1.25K ﹤0.01% 1389
2023
Q4 		$10.1K Buy
2,140
+306
+17% +$1.14K ﹤0.01% 1380
2023
Q3 		$4.67K Buy
1,834
+285
+18% +$904 ﹤0.01% 1399
2023
Q2 		$6.94K Buy
1,549
+572
+59% +$2.59K ﹤0.01% 1320
2023
Q1 		$4.86K Buy
977
+397
+68% +$1.28K ﹤0.01% 1328
2022
Q4 		$1.2K Sell
580
-144
-20% -$323 ﹤0.01% 1473
2022
Q3 		$2K Buy
724
+301
+71% +$1.06K ﹤0.01% 1409
2022
Q2 		$2K Buy
423
+213
+101% +$1.08K ﹤0.01% 1392
2022
Q1 		$2K Buy
+210
New +$2.36K ﹤0.01% 1442

Other funds holding SOPH

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $992M AUM 516.32% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

AssetMark Inc's SOPH Position: Q3 2026 in Review

AssetMark Inc increased its SOPHiA GENETICS (SOPH) stake by 23% in Q3 2026, buying an estimated $14.8K and bringing the position to 10,897 shares worth $91.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

AssetMark Inc first reported a position in SOPH in Q1 2022 and has held it in 19 quarters since. 23 funds tracked by Wall St. Rank hold SOPH as of Q3 2026.

  • AssetMark Inc held 10,897 shares of SOPHiA GENETICS worth $91.3K as of Q3 2026.
  • AssetMark Inc bought 2,061 SOPHiA GENETICS shares in Q3 2026, an estimated $14.8K.
  • SOPHiA GENETICS made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1679 holding.
  • AssetMark Inc first reported a position in SOPHiA GENETICS in Q1 2022 and has held it in 19 quarters since.
  • 23 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.